Our Clients

The best client fit is one who currently works or has previously worked in the technology field in Silicon Valley and is looking to maximize their resources. Through referrals and household moves our clients now live all over the world.  They typically have assets ranging from $2 million to more than $50 million.  Most are smart and savvy successful professionals in their 30's, 40's, and 50's.


Below is a sampling of some of our current clients:

  • SVP, LinkedIn

  • Vice President, Google

  • Vice President, Facebook

  • Head of Business Development, Social Media Company with expected IPO

  • Division Head, Facebook

  • Director, Apple

  • Partner, Strategy Consulting Firm

  • Professors, Stanford

  • Engineers, Apple

  • Engineers, Google

  • Engineers, Waymo

  • Engineers, Tesla

  • Partners, Various Law Firms

  • Counsel, LinkedIn

  • Engineering Manager, Facebook

  • Managing Director, Consulting Firm

  • CMO, Computer Software Company

  • Director, Google

  • Vice President, Medical Manufacturing Company

  • Research Scientists, Stanford

  • Young Couple managing recent inheritance

  • Software Engineer, Snowflake

  • Data Scientist, C3.ai


Woodsid CFP, Certified Financial Planner Woodside, Schneider Wealth Management, Schneider Wealth
NAPFA Woodside Member.  National Association of Personal Financial Advisors, Schneider Wealth Management, Schneider Wealth


3000 El Camino Real

Building 4, Suite 200

Palo Alto, CA 94306


303 Twin Dolphin Drive

6th Floor

Redwood Shores, CA 94065


2995 Woodside Road

Suite 400

Woodside, CA 94062

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